2026-05-14T13:01:17-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-07-01 261592592 ANCHORUM ST VINCENT ANCH 5059893336 309 READ STREET SANTA FE NM 87501 ZACH DILLENBACK CHIEF FINANCIAL OFFICER 5057183050 2026-05-10 1 1 STEVEN TALBOT P01695427 5058787200 2026-05-10 2024 2025-03-06 01:10:19Z JERRY JONES 309 READ STREET SANTA FE NM 87501 31335003 0 X WWW.ANCHORUM.ORG X 2007 NM ANCHORUM ST. VINCENT, A SUPPORTING ORGANIZATION TO ANCHORUM HEALTH FOUNDATION, EXISTS TO PROVIDE FINANCIAL AND STRATEGIC SUPPORT TO ENSURE RESIDENTS OF NORTHERN NEW MEXICO HAVE ACCESS TO QUALITY HEALTH CARE AND WELLNESS SERVICES. ANCHORUM ST. VINCENT INVESTS IN OTHER LOCAL NONPROFIT PROGRAMS THAT BENEFIT THE HEALTH AND WELLNESS OF OUR COMMUNITY. 5 4 0 4 -24879 0 0 0 365224453 19037732 5156574 5258182 0 11571 370381027 24307485 491202569 1300000 0 0 966313 622829 0 0 0 6165069 5281798 498333951 7204627 -127952924 17102858 426182307 371017579 435203833 366876080 -9021526 4141499 X ANCHORUM ST. VINCENT, A SUPPORTING ORGANIZATION TO ANCHORUM HEALTH FOUNDATION, EXISTS TO PROVIDE FINANCIAL AND STRATEGIC SUPPORT TO ENSURE RESIDENTS OF NORTHERN NEW MEXICO HAVE ACCESS TO QUALITY HEALTH CARE AND WELLNESS SERVICES. ANCHORUM ST. VINCENT INVESTS IN OTHER LOCAL NONPROFIT PROGRAMS THAT BENEFIT THE HEALTH AND WELLNESS OF OUR COMMUNITY. 0 0 4262866 8139511 ANCHORUM ST. VINCENT OWNS AND MANAGES THREE MEDICAL OFFICE BUILDINGS AND TWO PROGRAM RELATED OFFICE BUILDINGS FOR THE BENEFIT OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER, A NONPROFIT COMMUNITY HOSPITAL. CHRISTUS ST. VINCENT SERVES THE COMMUNITY OF SANTA FE AS WELL AS MUCH OF NORTHERN NEW MEXICO. PHYSICIANS PLAZA HAS SEVERAL KEY CLINICAL SPECIALTIES AND LAB SERVICES AND IS LOCATED ON THE CAMPUS OF CHRISTUS ST VINCENT. PLAZA ENTRADA HOUSES THE PREMIER CANCER TREATMENT CENTER FOR NORTHERN NEW MEXICO AND AN X-RAY LAB LOCATED OFF CAMPUS FROM THE HOSPITAL. RODEO PARK HOUSES ORTHOPAEDIC, PHYSICAL THERAPY, AND SPORTS MEDICINE CLINICS. ANCHORUM ST. VINCENT SOLD THE TWO PROGRAM RELATED OFFICE BUILDINGS TO CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER ON MAY 30, 2025. 1300000 1300000 11818295 ANCHORUM ST. VINCENT IS A SUPPORTING ORGANIZATION TO ANCHORUM HEALTH FOUNDATION. ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN THE NORTHERN NEW MEXICO REGION. ANCHORUM ST. VINCENT PROVIDED $1,300,000 IN CASH SUPPORT TO ANCHORUM HEALTH FOUNDATION DURING THE FISCAL YEAR. 351170 4362987 ORGANIZATIONAL AND OPERATIONAL SUPPORT SERVICES, INCLUDING ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND GOVERNANCE AND COMPLIANCE ACTIVITIES THAT SUPPORT THE FOUNDATION'S WORK. 0 0 0 ANCHORUM ST. VINCENT PROVIDES DIRECT GRANTS TO ORGANIZATIONS IN SANTA FE AND NORTHERN NEW MEXICO IN FOUR MAJOR AREAS: EDUCATIONAL ATTAINMENT, ADULT BEHAVIORAL HEALTH, HOUSING (HOMELESSNESS), AND SENIOR HEALTH AND WELLNESS. ANCHORUM ST. VINCENT'S GRANTING PROCESS FOCUSES ON THESE AREAS OF COMMUNITY HEALTH NEEDS TO SUPPORT VITAL COMMUNITY HEALTH RESOURCES AND PROVIDE ONGOING COMMUNITY SUPPORT. 0 0 0 5914036 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 3 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 1 1 NM X X ZACH DILLENBACK CHIEF FINANCIAL OF 5059893336 309 READ STREET SANTA FE NM 87501 DAYA SINGH KHALSA CHAIR 5.00 X X 0 0 0 MARK PUCZYNSKI MD DIRECTOR 5.00 X 0 0 0 SAYURI YAMADA DIRECTOR 5.00 5.00 X 0 0 0 WENDY TREVISANI DIRECTOR 5.00 5.00 X 0 0 0 JERRY JONES PRESIDENT AND CEO 8.00 32.00 X X 0 581024 76562 JENNIFER CRYSLER CHIEF FINANCIAL OFFICER 8.00 32.00 X 0 300038 47050 FRANTZ MELIO VICE PRESIDENT OF HEALTH STRATEGIES 40.00 0.00 X 0 269438 47955 0 1150500 171567 0 0 1 0 CCS NEW MEXICO JANITORIAL INC 4801 HARDWARE DR NE ALBUQUERQUE NM 87109 JANITORIAL SERVICES 395588 COLLIERS INTERNATIONAL 5051 JOURNAL CENTER BLVD NE SUITE ALBUQUERQUE NM 87109 PROPERTY MANAGEMENT 328228 2 MEMBERSHIP REORGANIZAT 900099 11818295 11818295 COMMON AREA MAINTENANC 531390 1988967 1988967 RODEO PARK 531390 1882104 1882104 PHYSICIANS PLAZA MEDIC 531190 1514040 1514040 PLAZA ENTRADA 531190 1309322 1309322 525004 525004 19037732 1243659 1268538 -24879 7642041 3400000 4547591 2479927 3094450 920073 4014523 4014523 11571 11571 11571 24307485 24320793 -24879 11571 1300000 1300000 519136 235647 283489 48085 11200 36885 6426 6276 150 14725 14725 34457 20674 13783 149652 149652 14774 14774 19464 19464 219628 219628 481 481 6093 6093 22417 22417 1933264 1926907 6357 4129 4129 693913 693913 1564824 1535126 29698 DUE DILIGENCE FOR INITI 631369 631369 ERD EXPENSES 19916 19916 DUES AND SUBSCRIPTIONS 1858 1858 16 16 7204627 5914036 1290591 0 3816168 3218196 846710 861897 1056922 334809 328565154 298434383 11705 187621 54391831 14520035 36003183 39871796 25541686 19918145 29465957 7982917 2663 2024 872159 205791 426182307 371017579 677906 379649 403163306 335175617 2558014 1340623 16248181 17480191 12556426 12500000 435203833 366876080 X -9021526 4141499 -9021526 4141499 426182307 371017579 17102858 -3939833 0 X 0 1 X 1 0 X X 1 ANCHORUM HEALTH FOUNDATION 873194433 7 1 1300000 0 1 1300000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 16100095 16100095 28945225 14520035 14425190 8284737 8284737 1051063 1051063 10711 10711 39871796 CONTINGENCY LIABILITY RESERVE 12500000 12500000 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 2039633 0 0 0 0 0 0 2039633 0 2039633 0 0 0 0 1 0 PART I, LINE 3 THE ACCRUAL METHOD OF ACCOUNTING IS USED. 1 ANCHORUM HEALTH FOUNDATION 309 READ STREET SANTA FE NM 87501 873194433 501(C)(3) 1300000 0 SUPPORTING ORGANIZATION SUPPORT 1 0 PART I, LINE 2: ANCHORUM USES A COMBINATION OF GRANT APPLICATIONS, PROPOSALS, AND CONVERSATIONS WITH ORGANIZATIONS TO MAKE GRANT AWARD DECISIONS AND TO DEVELOP BOTH QUANTITATIVE AND QUALITATIVE GOALS FOR OUR GRANT RECIPIENTS. THE GRANT PURPOSE AND OBJECTIVES ARE OUTLINED IN A WRITTEN GRANT LETTER OR GRANT AGREEMENT. GRANTEE ELIGIBILITY TO RECEIVE A GRANT IS VERIFIED AND RECORDED USING THE CURRENT IRS BUSINESS MASTER FILE TO VERIFY CURRENT NONPROFIT STATUS. THROUGH BOTH APPLICATIONS AND PERIODIC REPORTING AFTER THE GRANT AWARD, GRANTEES DEVELOP, TRACK AND MEASURE, IN CONSULTATION WITH ANCHORUM, THEIR EXPECTED PERFORMANCE MEASURES AND ACTUAL RESULTS FOR THE PROJECT OR PROGRAM ACTIVITIES FUNDED BY THE GRANT. BOTH THE GRANTEE AND THE GRANTOR PARTICIPATE IN ONGOING EVALUATION OF A GRANT'S PLANNED ACTIVITIES, GOALS, AND ACHIEVEMENTS AND COLLABORATE IN ESTABLISHING DELIVERABLES OR SUCCESS METRICS FOR ANY POSSIBLE FUTURE GRANTS UNDER MULTI-YEAR AGREEMENTS. DOCUMENTATION FOR BOTH GRANT AWARDS AND SUBSEQUENT MONITORING IS MAINTAINED IN OUR RECORDS. X X 0 0 0 0 0 0 0 0 0 JERRY JONES PRESIDENT AND CEO 0 471024 0 110000 0 0 0 37750 0 38812 0 657586 0 0 JENNIFER CRYSLER CHIEF FINANCIAL OFFICER 0 225038 0 75000 0 0 0 34381 0 12669 0 347088 0 0 FRANTZ MELIO VICE PRESIDENT OF HEALTH STRATEGIES 0 194438 0 75000 0 0 0 10117 0 37838 0 317393 0 0 PART I, LINE 3 ALTHOUGH THE FILING ORGANIZATION DOES NOT ISSUE FORMS W-2, IT DOES REPORT THE REIMBURSED SALARIES AND RELATED PAYROLL EXPENSES ON FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES. AS SUCH, THE ORGANIZATION IS ANSWERING SCHEDULE J AS THOUGH THE COMPENSATION IS COMING FROM THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS WERE UPDATED IN AUGUST 2023 TO REFLECT THAT THE BOARD OF DIRECTORS OF ANCHORUM HEALTH FOUNDATION SHALL APPOINT THE BOARD MEMBERS FOR ANCHORUM ST. VINCENT. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ITEMS REQUIRE THE WRITTEN APPROVAL FROM ANCHORUM HEALTH FOUNDATION: (A) AMEND, REVISE OR RESTATE THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (B) ADOPT OR CHANGE THE MISSION, PURPOSES, PHILOSOPHY OR OBJECTIVES OF THE CORPORATION; (C) DESIGNATE THE NUMBER OF THE DIRECTORS OF THE CORPORATION; (D) APPOINT AND REMOVE THE BOARD OF DIRECTORS OR ANY ONE OF THE DIRECTORS OF THE CORPORATION; (E) APPOINT AND REMOVE THE CHAIR OF THE BOARD OF DIRECTORS OR MAKE ANY MODIFICATIONS TO THE DUTIES AND OBLIGATIONS OF THE CHAIR OF THE BOARD OF DIRECTORS; (F) AMEND, REVISE OR RESTATE THAT CERTAIN PLEDGE AGREEMENT ENTERED INTO AS OF AUGUST 31, 2023, BETWEEN THE CORPORATION AND THE SUPPORTED ORGANIZATION; (G) APPROVE THE PURCHASE, SALE, ALIENATION, EXCHANGE, LEASE OR ENCUMBRANCE OF ANY REAL PROPERTY OF THE CORPORATION, WHICH PROPERTY HAS VALUE IN EXCESS OF LIMITS SET FROM TIME TO TIME BY THE SUPPORTED ORGANIZATION; (H) APPROVE DEBT INCURRED BY THE CORPORATION IN AN AMOUNT IN EXCESS OF LIMITS SET FROM TIME TO TIME BY THE SUPPORTED ORGANIZATION; (I) APPROVE THE ANNUAL CAPITAL AND OPERATING BUDGETS FOR THE CORPORATION; (J) APPROVE THE STRATEGIC PLAN AND ANNUAL GOALS OF THE CORPORATION; (K) APPROVE THE MERGER, DISSOLUTION, CONSOLIDATION OR REORGANIZATION OF THE CORPORATION; (L) APPROVE THE SALE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION UPON DISSOLUTION OR OTHERWISE; (M) APPROVE ANY JOINT VENTURE OR OTHER AFFILIATION INVOLVING THE CORPORATION; (N) APPOINT OR REMOVE THE PRESIDENT AND EXECUTIVE DIRECTOR OF THE CORPORATION OR MAKE ANY MODIFICATIONS TO THE DUTIES AND OBLIGATIONS OF THE PRESIDENT AND EXECUTIVE DIRECTOR OF THE CORPORATION; (O) APPROVE THE FINANCIAL POLICIES AND PROCEDURES OF THE CORPORATION AND APPROVE ANY DEVIATIONS FROM SUCH POLICIES AND PROCEDURES BY THE CORPORATION; AND (P) ADOPT POLICIES TO IMPLEMENT THE RESERVED POWERS OF THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY DIRECTOR AND OFFICER, IN A MANNER AND FORM PRESCRIBED BY THE CONFLICT OF INTEREST POLICY ADOPTED BY THE BOARD, IS REQUIRED AS A CONDITION OF HIS OR HER OFFICE TO FULLY DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AS DEFINED IN THE APPROVED CONFLICT OF INTEREST POLICY. ANY PERSON WITH A POTENTIAL CONFLICT OF INTEREST DOES NOT PARTICIPATE IN ANY DELIBERATION OR VOTE ON ANY MATTER WHICH GIVES RISE TO AN ACTUAL OR PERCEIVED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT/CEO'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION, ANCHORUM HEALTH FOUNDATION, UTILIZING THE PRIOR YEAR'S COUNCIL ON FOUNDATIONS SALARY SURVEY. THE ORGANIZATION DOES A PERIODIC REVIEW OF PEER DATA FROM THE COUNCIL ON FOUNDATIONS ANNUAL STUDY TO COMPARE COMPENSATION AND BENEFIT OFFERINGS FOR ITS OTHER SENIOR LEADERS. THE BOARD'S DELIBERATION AND DECISION ON THE PRESIDENT/CEO'S SALARY IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST STATEMENT IS NOT MADE AVAILABLE TO THE PUBLIC. 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